Purchases and Sales Made in Q1 2021 in First Tr Enhanced Traded Fd Iv (FTSM)
This table provides information about the institutional ownership of First Tr Enhanced Traded Fd Iv (FTSM) during Q1 2021. The information is specifically focused on institutions that hold shares of FIRST TR ENHANCED TRADED FD IV.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2021
Q1 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
7.23KNew |
$434K - $434K
|
7.23K
$433K
|
|
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.65K+ 32.59% |
$399K - $399K
|
27K
$1.62M
|
|
|
May 19, 2021
Q1 2021
|
Clarity Financial LLC
|
BUY
|
- |
6.53KNew |
$392K - $392K
|
6.53K
$391K
|
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.44K+ 23.7% |
$386K - $387K
|
33.6K
$2.01M
|
|
|
Apr 29, 2021
Q1 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
6.41KNew |
$384K - $385K
|
6.41K
$384K
|
|
|
Apr 12, 2021
Q1 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
6.11K+ 155.58% |
$366K - $367K
|
10K
$601K
|
|
|
May 17, 2021
Q1 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.08KNew |
$365K - $365K
|
6.08K
$364K
|
|
|
Apr 21, 2021
Q1 2021
|
Ellsworth Advisors, LLC
|
BUY
|
- |
5.78K+ 7.53% |
$347K - $347K
|
82.6K
$4.95M
|
|
|
May 11, 2021
Q1 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.53K+ 8.19% |
$332K - $332K
|
73.1K
$4.38M
|
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.42K+ 78.08% |
$325K - $326K
|
12.4K
$741K
|
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.41K+ 1.58% |
$324K - $325K
|
347K
$20.8M
|
|
|
May 18, 2021
Q1 2021
|
Chiron Capital Management, LLC
|
BUY
|
- |
5.33K+ 17.02% |
$320K - $320K
|
36.6K
$2.2M
|
|
|
May 17, 2021
Q1 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5.27K+ 20.06% |
$316K - $317K
|
31.6K
$1.89M
|
|
|
May 11, 2021
Q1 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.01K+ 20.82% |
$300K - $301K
|
29K
$1.74M
|
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.42K+ 340.31% |
$265K - $266K
|
5.72K
$343K
|
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
4.26K+ 6.34% |
$256K - $256K
|
71.4K
$4.28M
|
|
|
May 05, 2021
Q1 2021
|
Cadence Bank Na
|
BUY
|
- |
4.15KNew |
$249K - $249K
|
4.15K
$249K
|
|
|
Apr 23, 2021
Q1 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.12K+ 28.52% |
$247K - $248K
|
18.6K
$1.11M
|
|
|
Apr 29, 2021
Q1 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.64KNew |
$218K - $218K
|
3.64K
$218K
|
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
BUY
|
- |
3.48K+ 4.79% |
$208K - $209K
|
76K
$4.55M
|
|
|
May 14, 2021
Q1 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3.33K+ 12.99% |
$199K - $200K
|
28.9K
$1.73M
|
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.21K+ 2.25% |
$192K - $192K
|
146K
$8.73M
|
|
|
Apr 14, 2021
Q1 2021
|
Moneywise, Inc.
|
BUY
|
- |
3.18K+ 35.37% |
$191K - $191K
|
12.2K
$729K
|
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
3.06K+ 4.83% |
$183K - $183K
|
66.3K
$3.97M
|
|
|
May 04, 2021
Q1 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
3K+ 11.29% |
$180K - $180K
|
29.6K
$1.77M
|
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.87KNew |
$172K - $172K
|
2.87K
$172K
|
|
|
Apr 29, 2021
Q1 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.7K+ 5.1% |
$162K - $162K
|
55.7K
$3.33M
|
|
|
May 12, 2021
Q1 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.64K+ 9.94% |
$158K - $158K
|
29.2K
$1.75M
|
|
|
May 13, 2021
Q1 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.57K+ 2.87% |
$154K - $154K
|
92K
$5.51M
|
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.53K+ 28.29% |
$152K - $152K
|
11.5K
$687K
|
|
|
May 07, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
2.49KNew |
$150K - $150K
|
2.49K
$149K
|
|
|
Apr 19, 2021
Q1 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2.47K+ 2.57% |
$148K - $148K
|
98.4K
$5.9M
|
|
|
Apr 22, 2021
Q1 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.37K+ 15.25% |
$142K - $142K
|
17.9K
$1.07M
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2.22K+ 197.68% |
$133K - $133K
|
3.34K
$200K
|
|
|
May 04, 2021
Q1 2021
|
Grant
|
BUY
|
- |
1.99K+ 5.57% |
$119K - $119K
|
37.7K
$2.26M
|
|
|
May 04, 2021
Q1 2021
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.92K+ 16.59% |
$115K - $116K
|
13.5K
$810K
|
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.79K+ 26.0% |
$108K - $108K
|
8.69K
$521K
|
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.62K+ 1.31% |
$97.1K - $97.2K
|
125K
$7.48M
|
|
|
Apr 23, 2021
Q1 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.5K+ 19.68% |
$90K - $90.1K
|
9.12K
$546K
|
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.36K+ 133.37% |
$81.3K - $81.4K
|
2.37K
$142K
|
|
|
May 10, 2021
Q1 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.32K+ 21.29% |
$79.2K - $79.3K
|
7.52K
$451K
|
|
|
Jan 08, 2024
Q1 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.31K+ 2.13% |
$78.4K - $78.6K
|
62.6K
$3.75M
|
|
|
May 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.19K+ 5.08% |
$71.1K - $71.2K
|
24.5K
$1.47M
|
|
|
May 13, 2021
Q1 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.05KNew |
$63K - $63.1K
|
1.05K
$62.9K
|
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
673+ 3.03% |
$40.4K - $40.4K
|
22.9K
$1.37M
|
|
|
May 12, 2021
Q1 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
544+ 5.01% |
$32.6K - $32.7K
|
11.4K
$683K
|
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
479+ 2.75% |
$28.7K - $28.8K
|
17.9K
$1.07M
|
|
|
Apr 15, 2021
Q1 2021
|
City Holding CO
|
BUY
|
- |
475New |
$28.5K - $28.5K
|
475
$28.5K
|
|
|
May 07, 2021
Q1 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
403+ 2.33% |
$24.2K - $24.2K
|
17.7K
$1.06M
|
|
|
Apr 19, 2024
Q1 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
399+ 4.96% |
$23.9K - $24K
|
8.44K
$506K
|